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<title>FileNET Panagon IDM Web Client Installation </title>
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<h2 align="center">Panagon IDM Web Client Installation and Testing</h2>

<p></a><a HREF="#checklist">Pre-installation checklist</a><br>
<a HREF="#confirm">Confirm your Web server access</a><br>
<a HREF="#client">Install a Web client</a><br>
<a HREF="#test">Test your configuration</a><br>
<br>
<a HREF="webclntinst.htm#notices">Notices</a></p>

<p><a HREF="websvrinst.htm">Panagon IDM Web Server Installation and Configuration</a></p>

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<b>

<h3><a NAME="checklist">Pre-installation checklist</a></h3>
</b>

<p>Before you install the Panagon IDM Web Desktop software on your Web client, you need the following:</p>

<p><b>Software:</b><br>

<ul>
  <li>Microsoft Internet Explorer v4.0 or above, or Netscape Navigator/Communicator v4.0 or
    above</li>
</ul>
<b>

<p>Hardware:</b><br>

<ul>
  <li>Disk requirements --<br>
    Panagon IDM Web Desktop: 6MB for the download, 14MB for the installation.<br>
    Panagon IDM Web Electronic Document Support: 5MB for the download, 11MB for the
    installation.<br>
    nCompass ScriptActive/DocActive for Netscape browsers: 3MB for the download.</li>
</ul>

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<h3><font size="3"><a NAME="confirm"><b>Confirm your Web server access</b></a></font></h3>

<p><i>Be sure that the Panagon IDM Web Server software is installed before you start this
procedure to install the IDM Web Client software.</i></p>

<p>Use a client computer to confirm your IDM Web server access. 

<ol>
  <li>Verify that your IDM Web server is running.</li>
  <li>On a client computer, start your browser (Microsoft Internet Explorer 4.0 or Netscape
    Navigator/Communicator 4.0 or later versions).</li>
  <li>If you are using <b>Microsoft Internet Explorer</b>:<br>
    <ul>
      <li>On the <b>View</b> menu, click <b>Internet Options</b>. </li>
      <li>On the Security tab, set the security level to Medium or Low. </li>
      <li>On the Connection tab, check Bypass proxy server for local (Intranet) addresses. IDM Web
        does not support access through a Proxy Server.</li>
    </ul>
    <p>If you are using <b>Netscape Navigator/Communicator</b>: <ul>
      <li>On the <b>Edit</b> menu, click <b>Preferences</b>. </li>
      <li>Expand the <b>Advanced</b> tree, and click on <b>Proxies</b>. </li>
      <li>Add the name of the Web server in the Exceptions list to be excluded from accessing via
        Proxy.</li>
    </ul>
  </li>
  <li>Type the URL of the IDM Web page in the location/address field and press the Enter key.<p>&nbsp;&nbsp;&nbsp;<b>http://<i>web_server_name</i>/idmweb</b><br>
    &nbsp;&nbsp;&nbsp;or<br>
    &nbsp;&nbsp;&nbsp;<b>http://<i>web_server_name</i>/idmweb/home.asp</b></p>
    <p>where <i>web_server_name</i> is the name of your Web server.</p>
  </li>
  <li>If security is set on your system, the Panagon IDM Web Home page prompts you to allow the
    program to put a cookie on your computer. The IDM Web program uses a cookie to keep track
    of each user connection.</li>
</ol>

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<a NAME="client"><b><font SIZE="+1">

<h3></font><font size="3">Install the Web client software</font></b> </h3>

<ol>
  <li>On the <b>Panagon IDM Web Home page</b>, click <b>Download</b> to access the links through which you can install the Web client software on your client computer.</li>
  <li>On the <b>Download</b> page, download <b>FileNET Panagon IDM Web Desktop</b> (<b>viewer.exe</b>)
    into a temporary directory on your hard disk. <b>Note the name of the download directory.</b></li>
  <li>Download <b>FileNET Panagon IDM Electronic Document Support</b> (<b>viewered.exe</b>)
    into the download directory on your hard disk.<p>
    Using this softwareyou can view
    documents in various popular electronic formats, such as word processing documents and
    spreadsheets. If you do not install this component, electronic documents will not be
    displayed in the FileNET Viewer Application or the IDM Web View page.</p>
  </li>
  <li>If you are using <b>Netscape Navigator/Communicator</b>, download nCompass Labs
    ScriptActive and DocActive plug-ins for Netscape Navigator/Communicator (<b>sa3000n.exe</b>)
    into a temporary directory on your hard disk.<p>This enables Netscape
    Navigator/Communicator to use the Panagon IDM ActiveX IDMViewer control and Microsoft
    VisualBasic scripting. It also enables Panagon IDM Viewer Application to act as an Active
    Document Server within Netscape Navigator/Communicator.</p>
  </li>
  <li>Close the browser.</li>
  <li>In the download directory (where you downloaded viewer.exe), double-click <b>viewer.exe</b> and follow the instructions to
    install the FileNET Panagon IDM Web Desktop. Restart your computer when the installation is complete.</li>
  <li>In the download directory (where you downloaded viewered.exe), double-click <b>viewered.exe</b> and follow the instructions
    to install the FileNET Panagon IDM Electronic Document Support.</li>
  <li>If you are using Netscape Navigator/Communicator, double-click <b>sa3000n.exe</b> (in the download directory) to install the nCompass Labs ScriptActive and DocActive
    plug-ins.</li>
</ol>
</a>

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<b><a NAME="test"><font SIZE="+1">

<h3></font><font size="3">Test your configuration</font></a></b><big> </big></h3>

<ol>
  <li>Start your browser (Microsoft Internet Explorer or Netscape Navigator/Communicator).</li>
  <li>Type the URL of the IDM Web page in the location/address field and press the Enter key.<p>&nbsp;&nbsp;&nbsp;<b>http://<i>web_server_name</i>/idmweb</b><br>
    &nbsp;&nbsp;&nbsp;or<br>
    &nbsp;&nbsp;&nbsp;<b>http://<i>web_server_name</i>/idmweb/home.asp</b></p>
    <p>Accept the cookie.</p>
  </li>
  <li>On the Panagon IDM Desktop Home page, click <b>Logon</b>.</li>
  <li>On the Logon page, select the FileNET library from the box.</li>
  <li>Type your user name and password, and click the Logon button.<p>
    If logon is
    successful, the Panagon IDM Home page displays a message stating that you are logged on to
    the selected library.</p>
    <p>If logon fails, verify your user name and password, and verify that the library is a valid
    Panagon IDM Image Services library or IDM Document Services library.</p>
  </li>
  <li>On the Panagon IDM Home page, click <b>Browse</b> to display the folder hierarchy. If a
    list of your folders is displayed, you are connected to your FileNET library. Click on a
    folder to view a list of subfolders and documents. </li>
  <li>To verify your ability to retrieve and view documents, <br>
    <ul>
      <li>If you know a valid document ID, click the <b>View</b> button, then type in the ID and
        press ENTER to retrieve and display the document.<br>
        <i>or</i><br>
      </li>
      <li>Click the <b>Search</b> button to display the Panagon IDM Search page<br>
        - Enter search parameters for existing documents.<br>
        - In the list of returned document IDs, check one or more to view.<br>
        - Click the <b>View</b> button and display each document.</li>
    </ul>
  </li>
</ol>

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<h3><b><a NAME="notices">Notices</a></b></h3>

<p>This document contains information proprietary to FileNET Corporation (FileNET). Due to continuing product development, product specifications and capabilities are subject to change without notice. You may not disclose or use any proprietary information or reproduce or transmit any part of this document in any form or by any means, electronic or mechanical, for any purpose, without written permission from FileNET. <P>
FileNET has made every effort to keep the information in this document current and accurate as of the date of publication or revision. However, FileNET does not guarantee or imply that this document is error free or accurate with regard to any particular specification. In no event will FileNET be liable for direct, indirect, special incidental, or consequential damages resulting from any defect in the documentation, even if advised of the possibility of such damages. No FileNET agent, dealer, or employee is authorized to make any modification, extension, or addition to the above statements.<P>
FileNET may have patents, patent applications, trademarks, copyrights, or other intellectual property rights covering subject matter in this document. The furnishing of this document does not provide any license to these patents, trademarks, copyrights, or other intellectual property.<P>
&#169; 1998 FileNET Corporation. All rights reserved.<P>
This product uses portions of Inso's executable code, Copyright &#169; 1991-1997 Inso Corporation, Chicago IL. This software is based in part on the work of the Independent JPEG Group.<P>
FileNET, @mezzanine, Mezzanine, OSAR, Revise, Saros, ValueNET, Visual WorkFlo, Watermark, WorkFlo, WorkForce Desktop, and WorkShop are registered trademarks of FileNET Corporation.<P>
FileNET Ensemble, FileNET IMS Connect, FileNET Sentinel, FileNET:WorkGroup, AutoForm, COLD, Document Warehouse, Foundation for Enterprise Document Management, Greenbar, Image View, Panagon Capture, Panagon IDM, Panagon Report Manager, Panagon Visual WorkFlo, Visual WorkFlo/Composer, Visual WorkFlo/Conductor, Visual WorkFlo/Performer, WorkFlo/Fax, WorkFlo/Print, and WorkFlo/Scan, are trademarks of FileNET Corporation.<P>
All other product and brand names mentioned herein are trademarks or registered trademarks of their respective owners.
</p>

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